| Please provide below as a percentage of where your business will be derived from | |
| Introducers | 40 |
| Client Retention | 40 |
| Client Referrals | 20 |
| Purchase of Leads | 0 |
| Other (please provide details of source) | 0 |
| Introducers – if you have provided a percentage above for introducers, please provide the following: | |
| Name of Firm/individual | These introducer agreements are made directly between The Levels Financial and them, not directly with me. |
| Will they be referring protection business | No |
| Will they be advertising your services | No |
| Please provide details of ALL companies where you have been a director, company secretary or shareholder.
If the company has dissolved, please provide full details including the reason for dissolution and if there was any debt as a result of this. If N/A, please state. | N/A |
| Please provide details of any other business interests (if N/A, please state) | N/A |